Physician Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Physician Wealth Advisors’s Portfolio DMXF Stock Details DMXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$151K	Buy	1,785 +83	+5%	+$6.79K	0.02%	256
2026 Q1	$128K	Sell	1,702 -653	-28%	-$51.1K	0.02%	243
2025 Q4	$177K	Sell	2,355 -258	-10%	-$19.7K	0.02%	211
2025 Q3	$198K	Hold	2,613	–	–	0.03%	197
2025 Q2	$194K	Sell	2,613 -23	-0.9%	-$1.63K	0.03%	190
2025 Q1	$177K	Sell	2,636 -110	-4%	-$7.46K	0.03%	194
2024 Q4	$177K	Sell	2,746 -1,374	-33%	-$93.4K	0.03%	193
2024 Q3	$288K	Buy	4,120 +1,052	+34%	+$72.8K	0.05%	138
2024 Q2	$215K	Sell	3,068 -28	-0.9%	-$1.89K	0.04%	171
2024 Q1	$202K	Buy	+3,096	New	+$203K	0.04%	169
2022 Q1	–	Sell	-3,248	Closed	-$221K	–	159
2021 Q4	$221K	Buy	+3,248	New	+$224K	0.06%	151

Other funds holding DMXF

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Physician Wealth Advisors's DMXF Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 4.9% in Q2 2026, buying an estimated $6.79K and bringing the position to 1,785 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #256.

Physician Wealth Advisors first reported a position in DMXF in Q4 2021 and has held it in 11 quarters since. The position peaked at $288K in Q3 2024. 263 funds tracked by Wall St. Rank hold DMXF as of Q2 2026.

Physician Wealth Advisors held 1,785 shares of iShares ESG Advanced MSCI EAFE ETF worth $151K as of Q2 2026.
Physician Wealth Advisors bought 83 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2026, an estimated $6.79K.
iShares ESG Advanced MSCI EAFE ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #256 holding.
Physician Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and has held it in 11 quarters since.
Physician Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $288K in Q3 2024.
263 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.